MD Solutions
MD Solutions LLC was a Florida-based financial technology provider serving Registered Investment Advisors and Single Family Offices with wealth management platform and marketing services until its April 2025 acquisition by F2 Strategy.
- Company typePrivate
- Founded2004
- HeadquartersCape Coral, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What MD Solutions does
MD Solutions LLC was a Florida-based private financial technology provider headquartered in Cape Coral, operating from 2004 until its April 2025 acquisition by F2 Strategy. The company served the wealth management sector through a vertical segmentation approach, with two primary customer segments — Registered Investment Advisors (RIAs) and Single Family Offices (SFOs) — for whom it provided technology and platform services supporting wealth management operations. The firm had between 11 and 50 employees and operated regionally within Florida, with no disclosed geographic expansion, named product portfolio, or proprietary technology stack.
The company's revenue model, pricing structure, and product specifics were not disclosed in available sources. No API, SDK, or integration ecosystem was documented, and no AI/ML capabilities, certifications, patents, or third-party validation signals were present. The firm's stated differentiator was its Florida-based financial technology focus on the RIA and SFO markets, where it addressed platform and technology needs for advisory firms managing client wealth.
In April 2025, MD Solutions was acquired by F2 Strategy, a wealth management technology and marketing services company, as part of the acquirer's growth strategy to deepen its presence in the RIA and SFO verticals. Post-acquisition, the MD Solutions operating entity has been absorbed into F2 Strategy, and the firm's web domain (mdsolutionsllc.com) has subsequently been listed for sale on a domain marketplace, indicating that the standalone brand and digital presence have been retired rather than maintained as a subsidiary identity.
MD Solutions firmographics
Firmographics- Name
- MD Solutions
- Legal name
- MD Solutions LLC
- Website
- https://mdsolutionsllc.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- MD Solutions LLC was a Florida-based financial technology provider serving Registered Investment Advisors and Single Family Offices with wealth management platform and marketing services until its April 2025 acquisition by F2 Strategy.
- Ownership category
- akta.pro rank
MD Solutions industry classification
Industry- Product category
- Wealth Management Technology Services
- NAICS
- Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Enterprise Application Data Migration & Master Data Management Services (BPAEAGAJ)
Keywords
Where MD Solutions is headquartered
LocationHeadquarters
- HQ city
- Cape Coral
- HQ country
- United States
- HQ region
- North America
Markets served
MD Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations
MD Solutions product offering
Product offeringCore offering
MD Solutions LLC provided IT services along with cloud and data solutions to financial advisors, wealth managers, and private banking firms. The company specifically served Registered Investment Advisors (RIAs) and Single Family Offices (SFOs), supplying technology and platform capabilities to support wealth management operations.
Product overview
MD Solutions LLC was a Florida-based financial technology provider. The company was acquired by F2 Strategy, a wealth management technology and marketing services company. No specific named products, modules, or service offerings were detailed in the available sources.
Differentiator
Problem solved
Functional benefit
Products and services
- IT Services for Wealth Management
- Cloud Solutions
- Data Solutions
Companies that use MD Solutions
Customer profileSegments2 records
Ideal customer profiles1 record
MD Solutions technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MD Solutions partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- F2 StrategycoreF2 Strategy, a wealth management technology and marketing services company, acquired MD Solutions LLC. This acquisition expands F2's platform and strengthens its presence in the RIA and SFO markets as part of its ongoing growth strategy. MD Solutions, being a Florida-based financial technology provider, complements F2's existing wealth management offerings.
Scale indicators1 record
Recent moves1 record
Expansion highlights2 records
MD Solutions competitors and assessment
Company assessmentBroad incumbents
- Salesforce Financial Services Cloud: Salesforce FSC provides a CRM and engagement platform widely used by wealth management firms. It overlaps with the data and CRM infrastructure services that MD Solutions delivered for RIAs and SFOs.
- Envestnet: Envestnet is a large incumbent providing advisory solutions, data, and wealth management technology across RIAs and large financial institutions. It competes broadly for the same technology budget that MD Solutions serviced.
- Black Diamond (SS&C Advent): Black Diamond is an established wealth management platform for reporting, trading, and rebalancing used by RIAs, comparable to the portfolio/accounting infrastructure that MD Solutions supported.
Direct peers
- Addepar: Addepar is a data and analytics platform purpose-built for advisors and family offices, including RIAs and SFOs, overlapping directly with MD Solutions' RIA/SFO technology and data focus.
- Orion Advisor Technology: Orion provides wealth management technology platforms (portfolio management, CRM, reporting) to RIAs and is one of the most direct competitors to the kind of RIA-focused technology stack MD Solutions implemented and supported.
- F2 Strategy: F2 Strategy is the acquiring parent and a wealth management technology and marketing services company serving RIAs and family offices. It is the closest comparable because it operates in the same vertical, serves the same buyer personas, and offers an overlapping technology-plus-marketing services bundle.
Emerging players
- Practifi: Practifi is a CRM and practice-management platform designed for financial advisors and RIAs, overlapping with the advisor-tech segment of the stack MD Solutions supported.
- Advyzon: Advyzon offers an integrated wealth management platform (CRM, portfolio management, reporting, client portal) for RIAs, competing for the same technology-bundle deal that a firm like MD Solutions would have sold or implemented.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
MD Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
MD Solutions leadership team
Management profileNumber of profiles
MD Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MD Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MD Solutions
What does MD Solutions do?
MD Solutions LLC provided IT services along with cloud and data solutions to financial advisors, wealth managers, and private banking firms. The company specifically served Registered Investment Advisors (RIAs) and Single Family Offices (SFOs), supplying technology and platform capabilities to support wealth management operations.
Is MD Solutions a public or private company?
MD Solutions is a private company. It is classified as corporate owned and is currently acquired.
When was MD Solutions founded?
MD Solutions was founded in 2004. It employs 11 to 50 people.
Where is MD Solutions based?
MD Solutions is headquartered in Cape Coral, United States, in the North America region.
Who are MD Solutions's main competitors?
Broad incumbents on record are Salesforce Financial Services Cloud, Envestnet and Black Diamond (SS&C Advent). Direct peers are Addepar, Orion Advisor Technology and F2 Strategy. Emerging players are Practifi and Advyzon.
Does MD Solutions have an API?
No public API is recorded for MD Solutions.
What industry is MD Solutions in?
MD Solutions's product category is Wealth Management Technology Services. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.